Business planning facilitation tools and techniques

Minute Taking Group facilitation is an important management skill that can really help a team achieve their goals in the most effective and constructive manner. Hence the role of the facilitator is to help the group make progress and find their own solution in the easiest and most effective way. Here are ten tips to enhance your effectiveness at facilitating groups: Mentally and physically prepare yourself as the facilitator Mental and physical preparation is essential to get the best out of any group facilitation you undertake.

Business planning facilitation tools and techniques

This 4th Edition published in July is your up-to-date resource for facilitating successful strategic planning. It includes many more guidelines and resources to: This Fourth Edition includes numerous additions that keep the Field Guide up-to-date as well as suggestions from numerous readers over the years since the Third Edition.

business planning facilitation tools and techniques

More models of strategic planning that can be used to customize the strategic planning process even more. A downloadable guide that includes step-by-step guidelines to apply the most common techniques for facilitating strategic planning. Guidelines to develop a clear and concise contract between the facilitator and planners.

Guidelines to know when to facilitate, train or coach at different times with planners. Guidelines to ensure your strategic planning meetings remain focused on strategic topics. Guidelines to acculturate the planning process to suit the nature and needs of any group of planners.

Guidelines to draft a basic budget business planning facilitation tools and techniques the costs of conducting a realistic, relevant and flexible strategic planning process. More tools for strategic analyzing, thinking and discussions.

Strategic Planning Tools

Comparisons of for-profit and nonprofit planning to enable more for-profit planners to quickly learn how to help nonprofits with their strategic planning. Updated Glossary, Recommended Readings and list of resources to assist strategic planning facilitators. Summary of eighteen key points in strategic planning to share with your planners.

There are many books that tell you what content should end up being in your strategic plan. However, there are few books that also tell you how to get that content in your strategic plan.

Our book tells you how to facilitate a group of planners to customize the right content for the nature and needs of your organization. If you struggle to generate the content to put into your Strategic Plan, then contact us and we will share advice about that content.

Focus of Guidebook When members of nonprofit organizations struggle with their strategic planning process or their plan ends up not being useful at all, it is rarely because their planning process did not include state-of-the-art techniques in facilitation or the latest models in strategic planning.

Rather, it is because their process 1 did not completely suit the nature and needs of the nonprofit and 2 did not thoroughly address all of the most critical, "core" aspects of strategic planning. Guidelines in this guidebook are focused on customizing and implementing an organization- or program-wide, strategic planning process for a nonprofit organization.

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Guidelines will show you, step-by-step, how to conduct a very complete, simplified not simplistic! Guidelines are useful to cultures that prefer highly rational approaches to planning or more naturalistic and unfolding organic approaches.

One of the best ways to ensure that the strategic planning process is highly effective is to ensure that facilitation of the process is highly effective as well. Therefore, this guidebook also provides complete, step-by-step techniques and tools for facilitating every aspect of nonprofit strategic planning -- one of the few strategic planning books, if any, to include that information for facilitators.

The book is organized so that the reader can use it to conduct a complete strategic planning process, or it can be used as a reference manual to address certain phases of planning when needed.

Content of Guidebook PART I of the guidebook includes guidelines to help the reader gain clear understanding of the strategic planning process, including how it guides the direction, structure and operations of all facets of nonprofit organizations.

Ultimately, from reading this section, the reader realizes the importance of customizing the strategic planning process to suit the nature and needs of the typical nonprofit organization.

PART II includes complete, step-by-step guidelines to customize a strategic planning process that is relevant, realistic and flexible.

SWOT Analysis

Guidelines make frequent reference to numerous practical tools and techniques spread throughout the guidebook. The planning process is divided into six overall phases, including: Preparing a thorough "plan for a plan" to customize your strategic planning process.

Conducting realistic situational analyses, external and internal to the organization. Developing realistic and flexible implementation plans, including action plans, performance plans, staffing plans and an operating budget. Developing and communicating the strategic plan document, including thorough review and approval.

Monitoring implementation and adjusting plans, including specific approaches and tools to track status of implementation, along with clearly making changes to plans as needed. PART III is a Toolkit for the facilitator of the nonprofit strategic planning process, whether the facilitator is internal or external to the organization.

Specific procedures are included for the most useful techniques used in facilitating nonprofit strategic planning. Guidelines suggest which technique to use and when. The techniques are referenced throughout the book, as well.

The section ends with numerous guidelines and tips about how to address the most common challenges that can arise during facilitation of strategic planning.

Appendices include numerous resources for strategic planners, including: Yours is a new or established nonprofit.

Facilitator - Wikipedia

You are conducting strategic planning for the first time or have done planning before.We offer a range of public and custom workshops that teach participants graphic facilitation, visual planning, and team leadership skills for personal or business use.

In these highly focused sessions, participants work closely with our senior consultants and gain hands-on practice using our tools and methodologies.

Project management is the practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time. A project is a temporary endeavor designed to produce a unique product, service or result with a defined beginning and end (usually time-constrained, .

People laboring under this misapprehension imagine the strategic planning process requires strategic planning methods such as elaborate computer modeling, and the use of other strategic planning tools or techniques such as experience curves, cross-impact analysis and directional policy matrices.

Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. An ability and capacity acquired through deliberate, systematic, and sustained effort to smoothly and adaptively carryout complex activities or job functions involving ideas (cognitive skills), things (technical skills), and/or people (interpersonal skills).

See . Team Facilitation. The facilitator of a planning effort plays a critical role and is responsible for ensuring that the process flows smoothly from beginning to end, that all individuals involved.

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